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Progressive
PGR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1351
Childress Capital Advisors
Texas
$297K +$5.44K +27 +2%
SCA
1352
Sandy Cove Advisors
Massachusetts
$297K +$27.4K +136 +11%
RWP
1353
Revolve Wealth Partners
New Jersey
$296K +$39.3K +195 +17%
SAM
1354
Sompo Asset Management
Japan
$295K -$60.5K -300 -18%
TCM
1355
Teza Capital Management
Illinois
$293K -$94.7K -470 -26%
GLF
1356
Groupe la Francaise
France
$293K -$5.48M -27,187 -95%
DOA
1357
D'Orazio & Associates
Virginia
$292K +$6.65K +33 +3%
DBRC
1358
D.B. Root & Company
Pennsylvania
$292K +$9.47K +47 +4%
WA
1359
Wealth Architects
California
$290K +$16.3K +81 +6%
PCH
1360
PGIM Custom Harvest
New Jersey
$289K -$50.8K -252 -16%
BFA
1361
Beacon Financial Advisory
Ohio
$288K -$8.67K -43 -3%
MA
1362
Mezzasalma Advisors
New Jersey
$288K +$403 +2 +0.2%
SW
1363
SkyOak Wealth
Michigan
$287K +$264K +1,312 New
MCC
1364
Money Concepts Capital
Florida
$286K -$1.21K -6 -0.5%
VFG
1365
Victory Financial Group
Texas
$286K +$19.5K +97 +8%
TWM
1366
Trueblood Wealth Management
Ohio
$285K -$13.9K -69 -5%
BL
1367
Balentine LLC
Georgia
$284K +$262K +1,298 New
RG
1368
Rathbones Group
United Kingdom
$283K – – –
CFO
1369
CVA Family Office
Colorado
$283K -$3.43K -17 -1%
SAM
1370
Secure Asset Management
Michigan
$282K -$22.4K -111 -8%
PFM
1371
Phillips Financial Management
Indiana
$281K -$5.04K -25 -2%
CWMS
1372
Cannon Wealth Management Services
North Carolina
$281K +$1.01K +5 +0.4%
SAM
1373
Sagewood Asset Management
New York
$280K +$258K +1,282 New
FFWA
1374
Forthright Family Wealth Advisory
Texas
$279K – – –
TTWM
1375
TCV Trust & Wealth Management
Virginia
$278K -$806 -4 -0.3%
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56 57